Overview
CampaignAgent includes an integration with First AML, allowing you to connect your First AML account, and create AML cases directly from CampaignAgent — keeping your compliance workflow in one place.
For detailed information on how to use this integration from inside CampaignAgent, see CampaignAgent’s video below:
Setting up the integration
To enable this integration within CampaignAgent, you will need us to provision you with a First AML API Client ID and Client Secret.
Before we can do this for you, we need to understand how you want your CampaignAgent account/s to interact with your First AML platform.
Understanding your setup scenario
| Your setup scenario | What you need to do |
| You have a single CampaignAgent account, shared by all your offices | Skip to Requesting your API Client ID and Client Secret below. |
| You have a single CampaignAgent account, only used by some of your offices | You will need to copy and complete the following spreadsheet to tell us how we need to provision your credentials correctly: CampaignAgent <> First AML Mapping Then, move to Requesting your API Client ID and Client Secret below. |
| You have multiple CampaignAgent accounts | You will need to copy the following spreadsheet to tell us how we need to provision your credentials correctly: CampaignAgent <> First AML Mapping Then, move to Requesting your API Client ID and Client Secret below. |
Requesting your API Client ID and Client Secret
- Contact First AML Onboarding Team onboarding@firstaml.com requesting your Client ID & Client Secret.
- Let us know your setup scenario above, and please include a link to your CampaignAgent <> First AML Mapping if applicable.
- Provide the name and email address of the First AML Compliance Admin we should send these credentials to.
- We will send your credentials to the email address in a secure link.
